Configure Sales Forecasting
Use the Sales Forecasting application to project your future sales volumes and revenue based data from opportunities and pipeline analysis.
Activate Sales Forecasting
As an admin, you can activate the following plugins to enable users to access Sales Forecasting. For more information, see Activate a plugin.
| Plugin | Description | Dependency |
|---|---|---|
| com.snc\_sales\_forecasting | Project your future sales volumes and revenue based on data from opportunities and pipeline analysis. | - com.snc\_app-l2c-core - com.snc\_app-prd-pm - com.snc\_app\_l2c\_oppty\_mgmt - com.snc\_app-tmt-core |
| com.sn\_sales\_quota\_application | Assign the quota targets to the sales reps in the sales team hierarchy. | com.snc\_app\_l2c\_oppty\_mgmt |
You need the Sales Quota Application plugin to assign the quota targets to each team and sales agent. You can view and track the targets achieved for each agent and team on the sales forecasting dashboard and the gap remaining to achieve the target.
| Role | ID | Functions |
|---|---|---|
| Forecast Administrator | sn\_sales\_forecast.forecast\_admin | - Setup group hierarchy and sales teams with the managers and sales agents’ information for the organization. - Set up Sales forecasting settings and be able to initiate calculate forecasts. - Create/edit/view forecast category choices and forecast model details. |
| Forecast Analyst | sn\_sales\_forecast.forecast\_analyst | View all forecasts item entries, forecast category, forecast model, and associated opportunities. |
| Sales Quota Admin | sn\_quota\_core.quota\_admin | Create/import/edit/delete quota for different sales teams and individuals. |
| Sales Quota Manager | sn\_quota\_core.quota\_manager | Edit the sales quota for the groups. |
| Sales Quota Owner | sn\_quota\_core.quota\_owner | View the Sales quota assigned to the owner. |
| Adjustment Viewer | sn\_sales\_forecast.adjustment\_viewer | View forecast-adjusted records assigned to them and the people below them in the hierarchy. |
| Adjustment Writer | sn\_sales\_forecast.adjustment\_writer | Edit the forecast-adjusted records that they own. |
| Forecast Viewer | sn\_sales\_forecast.forecast\_viewer | View all the forecast data that they own and the data of people below them in the hierarchy. |
| Submission Viewer | sn\_sales\_forecast.submission\_viewer | View forecast-submitted records that they own and the records owned by people below them in the hierarchy. |
| Submission Writer | sn\_sales\_forecast.submission\_writer | Edit the forecast-submitted records that they own. |
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